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First Trust Smith Unconstrained Bond ETF

283 hedge funds and large institutions have $2.64B invested in First Trust Smith Unconstrained Bond ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 94 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 20

31% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 94

15% more funds holding in top 10

Funds holding in top 10: 2023 (+3)

10% more capital invested

Capital invested by funds: $2.4B → $2.64B (+$235M)

8% more funds holding

Funds holding: 262283 (+21)

2.25% more ownership

Funds ownership: 80.79%83.04% (+2.2%)

Holders
283
Holders Change
+21
Holders Change %
+8.02%
% of All Funds
3.44%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.28%
New
46
Increased
123
Reduced
94
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Spire Wealth Management
Virginia
$132K
PB
252
Pinnacle Bancorp
Nebraska
$122K +$76.8K +3,044 +168%
CFB
253
Cullen/Frost Bankers
Texas
$113K +$113K +4,499 New
RFP
254
Root Financial Partners
California
$107K -$102K -4,046 -49%
MIFH
255
Migdal Insurance & Financial Holdings
Israel
$103K
HHCP
256
Hilton Head Capital Partners
South Carolina
$102K +$102K +4,050 New
FPF
257
First Pacific Financial
Washington
$81K +$908 +36 +1%
HBW
258
Hazlett, Burt & Watson
West Virginia
$69K +$21.4K +850 +44%
Qube Research & Technologies (QRT)
259
Qube Research & Technologies (QRT)
United Kingdom
$66.4K +$66.5K +2,637 New
IAIM
260
International Assets Investment Management
Florida
$57.2K +$57.3K +2,273 New
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$54.9K -$6.15K -244 -10%
TCM
262
TD Capital Management
Tennessee
$47.8K +$47.9K +1,899 New
CCM
263
Chilton Capital Management
Texas
$45.2K
PA
264
Parallel Advisors
California
$36.2K +$36.3K +1,440 New
UBS Group
265
UBS Group
Switzerland
$29K +$9.15K +363 +46%
WSFS
266
Wilmington Savings Fund Society
Delaware
$23.4K
SWP
267
Strategic Wealth Partners
Ohio
$20.1K +$252 +10 +1%
NB
268
NBT Bank
New York
$17.2K +$630 +25 New
CIAS
269
CBIZ Investment Advisory Services
Ohio
$15.4K +$177 +7 +1%
FCT
270
First Community Trust
Iowa
$9.01K +$9.03K +358 New
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$8.11K -$1.29K -51 -14%
SAG
272
SageView Advisory Group
California
$8.11K +$8.12K +322 New
OC
273
Oakworth Capital
Alabama
$5.96K
TSMHT
274
Thurston Springer Miller Herd & Titak
Indiana
$5.79K +$5.8K +230 New
RG
275
RHL Group
Michigan
$5.51K +$5.52K +219 New